Cathie Wood
ZM icon

Cathie Wood’s Zoom ZM Stock Holding History

Cathie Wood’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,191
Closed -$83.1K – 193
2024
Q3 		$83.1K Sell
1,191
-2,520,834
-100% -$158M ﹤0.01% 180
2024
Q2 		$149M Sell
2,522,025
-3,808,502
-60% -$234M 1.32% 24
2024
Q1 		$414M Sell
6,330,527
-4,634,049
-42% -$309M 2.87% 9
2023
Q4 		$788M Buy
10,964,576
+781,663
+8% +$51.7M 4.67% 6
2023
Q3 		$712M Sell
10,182,913
-279,393
-3% -$19.4M 5.45% 5
2023
Q2 		$710M Sell
10,462,306
-404,727
-4% -$27.1M 4.7% 6
2023
Q1 		$802M Buy
10,867,033
+251,142
+2% +$18.1M 5.51% 3
2022
Q4 		$719M Sell
10,615,891
-275,449
-3% -$20.9M 6.23% 2
2022
Q3 		$801M Buy
10,891,340
+1,315,322
+14% +$125M 5.59% 2
2022
Q2 		$1.03B Buy
9,576,018
+1,161,839
+14% +$123M 6.08% 2
2022
Q1 		$986M Buy
8,414,179
+1,518,649
+22% +$207M 4.12% 7
2021
Q4 		$1.27B Buy
6,895,530
+2,477,072
+56% +$582M 3.83% 5
2021
Q3 		$1.16B Buy
4,418,458
+749,851
+20% +$253M 2.77% 9
2021
Q2 		$1.42B Buy
3,668,607
+666,260
+22% +$222M 2.64% 8
2021
Q1 		$965M Buy
3,002,347
+2,047,276
+214% +$754M 1.92% 11
2020
Q4 		$322M Buy
+955,071
New +$426M 0.86% 37

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cathie Wood's ZM Position: Q4 2024 in Review

Cathie Wood sold out of Zoom (ZM) in Q4 2024, closing a stake of 1,191 shares — an estimated $83.1K sold.

Cathie Wood first reported a position in ZM in Q4 2020 and held it in 16 quarters. The position peaked at $1.42B in Q2 2021. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Cathie Wood reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Cathie Wood sold 1,191 Zoom shares in Q4 2024, an estimated $83.1K.
  • Cathie Wood first reported a position in Zoom in Q4 2020 and held it in 16 quarters.
  • Cathie Wood's Zoom position peaked at $1.42B in Q2 2021.
  • 716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on ARK Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.